WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SPG — Simon Property Group Inc.

CIK 1632972 PLYMOUTH, MN

Position in SPG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$22,526,028

+$16,898,232 QoQ

Shares Held

100,720

+233.8% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#189

of 1,358 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. SPG ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	750,135	$46,478,364
2	SPG	Simon Property Group Inc. This page	100,720	$22,526,028
3	NNN	Nnn REIT, Inc.	221,559	$10,309,140
4	REG	Regency Centers Corp	116,273	$9,271,609
5	FRT	Federal Realty Investment Trust	51,760	$6,389,254
6	ADC	Agree Realty Corp	72,786	$5,512,811
7	KIM	Kimco Realty Corp	141,107	$3,577,062
8	PECO	Phillips Edison & Company, Inc.	60,657	$2,524,544

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,526,028	100,720	+233.8%	Shares	Sole	2026-07-15
2026-03-31	$5,627,796	30,171	-11.9%	Shares	Sole	2026-04-08
2025-12-31	$6,337,055	34,234	+6.9%	Shares	Sole	2026-01-08
2025-09-30	$6,009,944	32,024	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$5,131,941	31,923	+23.5%	Shares	Sole	2025-07-10
2025-03-31	$4,293,832	25,854	+9.3%	Shares	Sole	2025-04-16
2024-12-31	$4,074,488	23,660	+36.2%	Shares	Sole	2025-03-17
2024-09-30	$2,935,370	17,367	-49.0%	Shares	Sole	2024-10-24
2024-06-30	$5,169,397	34,054	+11.9%	Shares	Sole	2024-07-16
2024-03-31	$4,761,677	30,428	-12.1%	Shares	Sole	2024-04-15
2023-12-31	$4,936,485	34,608	-1.1%	Shares	Sole	2024-01-30
2023-09-30	$3,780,293	34,993	+219.9%	Shares	Sole	2023-11-13
2021-06-30	$1,427,320	10,939	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.